iPhone Air与iPhone 17系列一同在9月10日发布，这款手机机身厚度仅5.6毫米，被称为史上最薄的 iPhone，同时该产品取消了实体SIM卡槽，全球统一采用eSIM。 当时苹果在发布新品时，曾提到iPhone Air采用eSIM设计以节省内部空间，已经得到全球超过500家运 营商的支持，其中特别提到了"中国联通"。与此同时，苹果店员也透露，iPhone Air将在9月19日在国内 上市，并且可以直接在店内办理联通eSIM卡。 （文/观察者网 吕栋 编辑/张广凯） 距离发布已经过去一个月，"最薄iPhone"在内地上市仍没有时间表。 10月9日，观察者网在上海某苹果授权专营店了解到，iPhone Air仍然没有上市，并且苹果官方没有告知 上市的具体时间。该店工作人员表示，是因为运营商eSIM的支持问题。 eSIM就是虚拟的SIM卡。它有一定优势，比如可以节省机内的空间，也能适应恶劣的工作环境。但也存 在劣势，不利于实名制管理和信息安全，甚至可能导致数据泄露和电信诈骗。 耐人寻味的是，eSIM同样会加剧国内运营商之间的博弈。"对运营商而言，eSIM减少了办卡、补卡等业 务场景中的用户触点及相关收入 ...

2011年，库克接任乔布斯，成为了苹果CEO。 这14年以来，大家对库克一直褒贬不一，有人觉得他在任时，苹果没有创新，均是在吃乔布斯的老本，也有人觉得，站在投资人的角度来看，库克是苹果史 上最会赚钱的CEO。 因为，库克在任的这14年，苹果的市值增长了13倍，而营收、利润增长了8倍左右。 或许也正因为前有乔布斯，后有库克，这两大CEO,一个侧重于产品、创新，一个侧重于搞钱，都是能力爆棚的那种，所以让苹果的下一任CEO，越来越难 找。 因为要找一个像乔布斯一样创新厉害的人几乎就不可能，要找到一个像库克一样赚钱厉害的人，也几乎不可能。 之前几次传出库克在寻找下一任CEO，但是每次说可能是苹果下一任CEO的，最后被证实并不是，甚至还有人离开了苹果，而库克年纪也不小了，如今已经 64岁了，确实需要退休了。 近日，又传出消息称，苹果的下一任CEO，终于被苹果找到了。 他就是苹果硬件工程高级副总裁约翰・特努斯，媒体称，他是库克卸任后最大热门人选。 另外他今年50岁，正是拼的年纪，当年库克接任CEO时，也是50岁。 此外，约翰・特努斯是技术出身，如今苹果需要一个懂技术的CEO才行，因为库克不擅长于技术，所以过去的这10多年 ...

Group 1 - The most profitable business for Yingshi Juifeng is e-commerce, with a single T-shirt selling 200,000 units this year, shifting focus from traditional video production and content creation [3][5] - The revenue share from TVC advertising has decreased to around 10% from being the most profitable segment previously [3] - Tim Pan Tianhong, the founder, emphasizes the significant scale effect in e-commerce, where user-driven product promotion leads to high sales [3] Group 2 - Xiaopeng Motors has appointed Liu Xianming, head of the world base model, as the new leader of its autonomous driving center, replacing Li Liyun [8] - OPPO has made personnel adjustments, with Liu Zuohua overseeing overseas markets and Duan Yaohui managing the headquarters marketing team [9] - Alibaba has entered the embodied intelligence sector, forming a team led by the head of its Qwen large language model technology [10] Group 3 - The U.S. Walmart has listed the Yushu G1 humanoid robot at a price of $21,600, reflecting a 55% premium compared to its price in China [10][13] - The G1 robot is becoming a preferred experimental platform for AI and robotics developers due to its competitive pricing and performance [13] - Yushu Technology is preparing for a potential IPO, aiming to expand its sales channels and developer ecosystem [13] Group 4 - Li Auto's MEGA model delivered 3,271 units in September, accounting for nearly 10% of the brand's total deliveries for the month [21][22] - The overall delivery of Li Auto vehicles reached 33,951 units in September, with a total of 143,102 units delivered historically [21][22] Group 5 - Xiaopeng Motors plans to announce significant breakthroughs in physical AI at its upcoming AI Technology Day, focusing on advancements in its world base model [23] - The company has been developing its physical AI base model for over a year, aiming to enhance its capabilities in autonomous driving [23] Group 6 - Apple CEO Tim Cook is reportedly stepping down, with John Ternus, the senior vice president of hardware engineering, being the leading candidate for succession [26][27] - Volkswagen is restructuring its software department, with the Cariad team nearly disbanded, aiming to enhance its competitiveness against Tesla and Chinese EV makers [27] Group 7 - Google has tightened its remote work policy, limiting employees to a maximum of four weeks of remote work per year, with any remote work day counting as a full week [28] - Microsoft is migrating GitHub's infrastructure to its Azure cloud platform over the next two years, aiming to address capacity challenges and support AI growth [29]

Core Viewpoint - Apple has successfully revived consumer interest with the launch of the iPhone 17 series, showing significant sales growth compared to previous models, despite concerns about its AI capabilities [1][3][5]. Group 1: Sales Performance - The iPhone 17 Pro series saw a sales increase of 300% compared to its predecessor, while the standard iPhone 17 experienced an 800% increase [1]. - Apple's market share in China has been declining, with a drop from 20.2% to 17.1% in Q4 last year, and further down to 13.9% in Q2 this year [14]. Group 2: Product Features - The iPhone 17 series features significant upgrades, including a 120Hz ProMotion display, a minimum storage of 256GB, and enhanced camera capabilities with a 48MP main sensor [5][16]. - The iPhone 17 Pro includes a new VC component for improved heat dissipation, marking a notable upgrade in Apple's hardware strategy [5]. Group 3: Market Dynamics - The high-end smartphone market is projected to grow by 8% year-on-year in the first half of 2025, with devices featuring generative AI capabilities accounting for 80% of sales [9]. - Despite the introduction of AI features by various brands, consumer interest has not translated into significant sales growth, indicating a disconnect between marketing and actual consumer demand [11][13]. Group 4: Competitive Landscape - Domestic brands like Huawei and Xiaomi have gained market share in the high-end segment, with Huawei's share increasing from 20% to 29% in 2024 [14]. - The competition in the high-end market is primarily driven by brand influence rather than technological superiority, with Apple maintaining a strong position despite criticisms of innovation [17].

今天分享的是：艺恩数据：2025年智能手机消费趋势报告 报告共计：30页 艺恩数据2025年智能手机消费趋势报告核心总结 艺恩数据《2025年智能手机消费趋势报告》从市场热度、消费需求、营销趋势三方面，剖析中国大陆智能手机行业发展特征与趋势，为行业提供参考。 市场层面，智能手机市场显著回暖。2024年出货量达2.85亿台，同比增长4%，2025年受"国补"政策刺激，预计出货量持续增长，政策对2000-6000元价位段 拉动明显，该区间2025年占比预计提升。品牌竞争中，vivo以17.0%份额领先，华为、苹果、荣耀、OPPO均占15%-16%。产品端，新机密集发布带动热度， 2024年10月-2025年9月新机相关社媒声量同比增283%，华为发布机型占比13%居首，其Pura X阔折叠手机首周激活量近10万；iPhone 17系列预售引发热议， 256GB起步内存、A19 Pro芯片等升级成焦点。价位段上，1000-2000元机型占比25.0%最高，iQOO Z10等机型凭性能与续航受青睐。 消费需求上，购机人群分化明显，形成时尚拍照党（81%为女性，关注影像与颜值）、科技先锋派（73%为男性，聚焦前沿科技） ...

Core Viewpoint - The opening of Honor's global flagship store marks the transition of the "Alpha Strategy" from planning to implementation, reflecting the competitive landscape of the smartphone industry ahead of the National Day and Mid-Autumn Festival [4][6]. Group 1: Market Dynamics - The smartphone market is experiencing a surge in demand due to the simultaneous launch of new flagship models by major brands, including Huawei's Mate XT, Apple's iPhone 17 series, and Xiaomi's 17 series, creating a concentrated market effect [4][6]. - Offline retail has seen a revival, with significant increases in sales during the holiday period, as evidenced by Suning's data showing a 61% year-on-year increase in sales and a 73% increase in sales of appliances priced over 10,000 yuan [4][6]. Group 2: Supply and Demand - The pre-holiday period has led to a peak in short-term demand, driven by the release of new products and policies like "trade-in" incentives, resulting in high foot traffic in stores [6][12]. - Popular models are facing shortages, with some having delivery times extending up to two months, indicating strong consumer interest and demand [8][9]. Group 3: Competitive Landscape - The competition in the high-end smartphone market is intensifying, with Apple maintaining a 62% market share in the high-end segment globally, while Huawei and Xiaomi are gaining traction in China [15][17]. - Xiaomi reported over a 20% increase in sales of its 17 series during the holiday period compared to the same time last year, highlighting its successful push into the high-end market [15][17]. Group 4: Future Outlook - The global smartphone market is expected to see an increase in average selling prices (ASP), projected to rise from $357 in 2024 to $370 in 2025, driven by the high-end market's growth and innovations in technology [17]. - The upcoming fourth quarter is anticipated to be highly competitive, with AI technology and ecosystem integration becoming key drivers for brand premiumization [18].

荣耀旗舰店的开业、手机旗舰新品首销以及消费者涌入线下的热度，共同映射了假期电子消费结构性复 苏的氛围。 热门机型缺货 "双节"期间，21世纪经济报道记者走访多家手机品牌门店，线下体验区人头攒动，各大品牌热门机型普 遍出现缺货现象，有的甚至交付期长达两个月。 荣耀的这次开业，意味着公司"阿尔法战略"从规划阶段正式走向实体化落地。旗舰店以"AI终端智慧生 活创新工坊"的定位，升级线下体验。某种程度上，这折射出整个中国手机产业在"双节"前的"备战 热"。9月份，各大厂商几乎同步进入新品周期。华为推出三折叠旗舰Mate XT非凡大师，苹果发布 iPhone 17系列，小米17系列全面对标iPhone。节后，荣耀马上要发布旗舰手机Magic 8。短短几周内， 高端旗舰扎堆登场，形成了市场集中效应。 9月30日，国庆中秋"双节"前一天，荣耀阿尔法全球旗舰店在深圳湾万象城开业。如今的手机旗舰店， 不仅仅是门店概念，更是品牌展现的重要窗口和载体。 在3C消费市场层面，这股热潮直观地体现在线下客流上。苏宁易购"双节"全程消费数据显示，Suning Max店销售同比增长61%，万元以上家电销售同比增长73%，品质化、健康化、智能 ...

作者｜陈思竹 编辑｜黄绎达 张帆 苹果近年来在印度市场实现高增的宏观原因之一，正是印度经济高速发展下，人均可支配收入保持强劲增长势头。Wind数据显示，2013-2023年，印度人 均国民可支配收入从68572.48卢比（约5514.60元人民币）增长至108786.18卢比（约8748.58元人民币），10年间增长约1.59倍，年复合增长率约4.72%。 当下印度的人均可支配收入与2007的中国相当，GDP增速水平则对标2013~2015年的中国。回顾苹果在中国的发展历程，2008-2016年间，是苹果在中国的 快速扩张期，随着产业链向中国的深度迁移，产品销量增长明显。由此可见，苹果在印度的相关布局，意在复刻其在华的成功经验。 iPhone 17系列在印度又卖爆了。 据印度媒体报道，9月19日，iPhone 17系列一经上市，便引发印度果粉的狂热抢购，现场不仅排队队伍长达数百米，孟买BKC Jio中心的苹果直营店外甚至 因拥挤而发生过短暂的肢体冲突，最终闹事人员被警卫带离现场，秩序才逐渐恢复。 iPhone 17系列在印度引发的"全民狂欢"，绝非偶然。除了iPhone 17系列的配置大幅升级外，印度也已成为 ...

Group 1 - The core viewpoint highlights significant price fluctuations in the consumer electronics market during the National Day holiday, with specific attention to the iPhone 17 series and Xiaomi 17 Pro [1][2] - The iPhone 17 series has seen a reduction in premium pricing, dropping from 400-1300 yuan at launch to 30-450 yuan during the holiday period, while the Hong Kong version is now priced higher than the domestic version due to additional AI features [1] - Xiaomi 17 Pro remains at a premium price, requiring an additional 200-300 yuan for immediate purchase, driven by consumer interest in its new back screen design and limited initial production capacity [1] Group 2 - AI glasses have experienced a significant price drop, with retail prices falling from 700-800 yuan to around 350 yuan, and bulk orders can go as low as 200 yuan [2] - Approximately 70% of smart wearable shops in Huaqiangbei are prominently featuring AI glasses, with some stores branding themselves as "AI glasses factory stores" and offering consumer experience zones [2] - The current pricing of high-end AI glasses is competitive with Xiaomi's models, which are priced just above 2000 yuan, indicating a shift in market dynamics [2]

国庆黄金周期间，记者实地走访深圳华强北发现，热门消费电子板块走势呈现显著差异。销售员老陈告 诉记者，iPhone 17系列部分热门机型仍存在30至450元不等的溢价，但相比9月19日首发时全线溢价 400–1300元的局面已明显回落。在整体价格下行的安卓市场中，小米17 Pro未出现降价，部分热门版本 还需加价200–300元方可购得现货。"不少消费者对今年新机新增的背屏设计感兴趣，再加上初期产能有 限，形成供需缺口，"销售员说道。 与今年6月相比，AI眼镜的终端售价已有显著回落。蓝鲸新闻记者 注意到，无论是赛格广场还是华强电子世界，近七成的智能穿戴商铺都将AI眼镜作为主打产品陈列； 部分商铺甚至标注"AI眼镜工厂店"，并在门店内设有体验区供消费者试用。以支持实时翻译、拍摄功 能、眼镜片可变色的高配版本为例，此前蓝鲸新闻记者来访，商家报价普遍在700–800元，如今已降至 350元左右，采购量大的订单单价甚至可低至200元区间。（蓝鲸新闻） ...